0001999371-24-006136.txt : 20240515 0001999371-24-006136.hdr.sgml : 20240515 20240515151208 ACCESSION NUMBER: 0001999371-24-006136 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SCOPIA CAPITAL MANAGEMENT LP CENTRAL INDEX KEY: 0001279150 ORGANIZATION NAME: IRS NUMBER: 300711986 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-11096 FILM NUMBER: 24949655 BUSINESS ADDRESS: STREET 1: 152 WEST 57TH STREET STREET 2: 33RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 BUSINESS PHONE: 212-370-0303 MAIL ADDRESS: STREET 1: 152 WEST 57TH STREET STREET 2: 33RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 FORMER COMPANY: FORMER CONFORMED NAME: SCOPIA CAPITAL MANAGEMENT LLC DATE OF NAME CHANGE: 20130211 FORMER COMPANY: FORMER CONFORMED NAME: SCOPIA FUND MANAGEMENT LLC DATE OF NAME CHANGE: 20130116 FORMER COMPANY: FORMER CONFORMED NAME: SCOPIA FUND MANAGEMENT, LLC DATE OF NAME CHANGE: 20120410 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001279150 XXXXXXXX 03-31-2024 03-31-2024 false SCOPIA CAPITAL MANAGEMENT LP
152 West 57th Street 33rd Floor New York NY 10019
13F HOLDINGS REPORT 028-11096 000124403 028-11096 N
Aaron Morse CCO 212-370-0303 /s/ Aaron Morse New York NY 05-15-2024 0 32 913789667
INFORMATION TABLE 2 infotable.xml AERCAP HOLDINGS NV SHS N00985106 25337828 291541 SH SOLE 291541 0 0 ARAMARK COM 03852U106 33835499 1040452 SH SOLE 1040452 0 0 AXALTA COATING SYS LTD COM G0750C108 17916949 520993 SH SOLE 520993 0 0 BURLINGTON STORES INC COM 122017106 21465966 92450 SH SOLE 92450 0 0 CORTEVA INC COM 22052L104 27051036 469066 SH SOLE 469066 0 0 DRIVEN BRANDS HLDGS INC COM 26210V102 12263825 776683 SH SOLE 776683 0 0 ELASTIC N V ORD SHS N14506104 10060688 100366 SH SOLE 100366 0 0 ENERSYS COM 29275Y102 36207935 383315 SH SOLE 383315 0 0 ENHABIT INC COM 29332G102 18622630 1598509 SH SOLE 1598509 0 0 FORTREA HLDGS INC COMMON STOCK 34965K107 26105972 650373 SH SOLE 650373 0 0 GMS INC COM 36251C103 17486742 179646 SH SOLE 179646 0 0 HARMONIC INC COM 413160102 52034398 3871607 SH SOLE 3871607 0 0 HUMANA INC COM 444859102 28252479 81485 SH SOLE 81485 0 0 HUNT J B TRANS SVCS INC COM 445658107 23273396 116805 SH SOLE 116805 0 0 INDIVIOR PLC ORD G4766E116 129060491 6025233 SH SOLE 6025233 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 45340680 2156 SH Put SOLE 2156 0 0 KBR INC COM 48242W106 15747829 247374 SH SOLE 247374 0 0 MARQETA INC CLASS A COM 57142B104 38252192 6418153 SH SOLE 6418153 0 0 MERCURY SYS INC COM 589378108 31245574 1059172 SH SOLE 1059172 0 0 MOBILEYE GLOBAL INC COMMON CLASS A 60741F104 2568753 79899 SH SOLE 79899 0 0 PEGASYSTEMS INC COM 705573103 15690778 242741 SH SOLE 242741 0 0 PELOTON INTERACTIVE INC CL A COM 70614W100 14248602 3325228 SH SOLE 3325228 0 0 QORVO INC COM 74736K101 14870026 129496 SH SOLE 129496 0 0 REGAL REXNORD CORPORATION COM 758750103 39185258 217575 SH SOLE 217575 0 0 SHARKNINJA INC COM SHS G8068L108 31137774 499884 SH SOLE 499884 0 0 SMARTSHEET INC COM CL A 83200N103 2678869 69581 SH SOLE 69581 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 87509611 1673 SH Put SOLE 1673 0 0 SPRINKLR INC CL A 85208T107 24750651 2017168 SH SOLE 2017168 0 0 TEMPUR SEALY INTL INC COM 88023U101 40088271 705531 SH SOLE 705531 0 0 VESTIS CORPORATION COM SHS 29430C102 16197649 840563 SH SOLE 840563 0 0 WESTERN UN CO COM 959802109 1201623 85953 SH SOLE 85953 0 0 ZUORA INC COM CL A 98983V106 14099693 1546019 SH SOLE 1546019 0 0